Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher James Shay is a financial professional with over 2 years of experience in the industry. Christopher currently works at Charles Schwab & CO., Inc., located in Omaha, Nebraska, where he has been employed since February 2023. Prior to that, he was with TD AMERITRADE, INC., in Southlake, Texas, from January 2021 to February 2023. Christopher holds the Series 63, Series 7TO, and SIE licenses, which allows him to provide investment advice and sell securities. Christopher is registered in Hawaii.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
02/20/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
TX
01/05/2021 - 02/20/2023
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 01/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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